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Schwab US Large-Cap Value ETF

866 hedge funds and large institutions have $9.38B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 331 increasing their positions, 270 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
701
G&S Capital
Colorado
$217K
CFO
702
Collective Family Office
Pennsylvania
$216K
KMWM
703
Keudell/Morrison Wealth Management
Oregon
$216K
CB
704
Commerce Bank
Missouri
$216K
HIP
705
HUB Investment Partners
Texas
$215K
CCAL
706
City Center Advisors LLC
Michigan
$214K
AFAS
707
Acorn Financial Advisory Services
Virginia
$214K
EL
708
Essex LLC
Illinois
$213K
CIAS
709
CFS Investment Advisory Services
New Jersey
$212K
GBWM
710
Granite Bay Wealth Management
New Hampshire
$211K
PPWM
711
Perissos Private Wealth Management
Oklahoma
$210K
STFP
712
Signal Tree Financial Partners
Ohio
$210K
LC
713
Landaas & Company
Wisconsin
$210K
BI
714
Bradyco Inc
Massachusetts
$209K
AOWM
715
Alpha Omega Wealth Management
Virginia
$209K
VA
716
Valmark Advisers
Ohio
$208K
CGFA
717
Colton Groome Financial Advisors
North Carolina
$208K
GI
718
GS Investments
Minnesota
$208K
TWA
719
TCI Wealth Advisors
Arizona
$206K
SFG
720
Synergy Financial Group
California
$205K
WI
721
Wedgewood Investors
Pennsylvania
$204K
AA
722
Advisory Alpha
Michigan
$204K
PIA
723
Pinion Investment Advisors
Kansas
$202K
GI
724
Gradient Investments
Minnesota
$201K
FCM
725
Firestone Capital Management
Florida
$201K